bookkeeping firms & accounting practices
Stop manually creating folder structures for each new client.
When a new client onboards, create a ready folder tree and rules so you can be productive on day one.Client folders auto-create with standardized subfolders and naming rules, ready for immediate use.
Works with Dropbox, Google Drive (coming soon). Originals stay in place — Safe-Rename keeps your existing folder structure.
sample.pdf
Processing…
Make this workflow boring instead of stressful
Stop manually creating folder structures for each new client.
Ensure consistent naming rules across all client folders. Get new clients productive without setup delays.
The ideal state is simple: Client folders auto-create with standardized subfolders and naming rules, ready for immediate use.
Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.
96%
Extraction accuracy
<3 min
First rename
Safe-Rename
Originals untouched
What your files look like before vs after
No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Typical folder today
client-files/ misc/ receipt.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ 2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Onboarding automation
Launch new clients with organized folder structures instantly.
- 1
Define template folder structure and naming rules for client types.
- 2
Auto-create folders when new client documents arrive.
- 3
Apply consistent naming across invoices, receipts, and statements.
847 new client folders created last month across 23 accounting firms.
Why teams adopt this workflow
Template-based setup
Create folder templates for different client types (individuals, businesses, trusts).
Rule inheritance
Apply naming rules consistently across all client subfolders.
Scalable structure
Handle unlimited clients with the same organizational consistency.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.